The Mining Insider

Copper at $6.11/lb near all-time high; CATL approves $4.4B mining subsidiary for lithium/nickel/cobalt; Gold Fields hands Damang gold mine to Ghana; Mangrove Lithium opens North America's first electrochemical lithium refinery in Delta, BC.

The London Metal Exchange's six-metal index closed at an all-time high on April 17th, driven by a deepening aluminum supply crisis from Gulf smelter damage and Strait of Hormuz disruption. Chile's Codelco has set an internal 2027 copper target of 1.5 million tonnes to reclaim the world's top producer title from BHP. And Codelco and Anglo American revealed a legally unprecedented dual-track environ...

The US Senate voted 50–49 to repeal the Biden-era withdrawal of 225,000 acres of Minnesota's Superior National Forest from mining, clearing a federal path for Twin Metals' copper-nickel project in the Duluth Complex. Chile's government under President Kast is targeting 6 million metric tonnes of annual copper output in 4–5 years, well ahead of prior projections, with US investors showing strong in...

Host Logan Ore dissects April 28th’s critical developments: Duparquet’s Drill Surge: First Mining’s second rig accelerates exploration in Quebec’s Abitibi gold belt. Nyanzaga’s $523M Bet: Perseus Mining bets big on Tanzanian gold, targeting 2027 production. Copper’s Price Rollercoaster: Tariff tensions and inventory drops keep traders guessing. Greenland’s Rare Earth Boom: Eclipse Metals’ 2.01% TR...

Host Logan Ore dissects April 4th’s pivotal developments: Russia’s Rare Earth Delay: Zashikhinskoye’s decade-long postponement tightens global supply and amplifies Western vulnerabilities. Brazil’s Indigenous Stewardship: How Ywy Ipuranguete’s 6M-hectare initiative reshapes mining access and biodiversity protection. U.S. Critical Mineral Act: Bipartisan bill aligns federal lists to streamline dome...

Host Logan Ore analyzes April 2nd’s top mining developments: LME’s Record Trading: How surging nickel and copper volumes reflect global demand for industrial metals. Zinnwald Lithium’s German Backing: The strategic importance of Saxony’s support for Europe’s critical minerals independence. Collective Mining’s Aggressive Drilling: Inside the expanded program targeting Colombia’s Guayabales and San...

Host Logan Ore covers March 31st's biggest mining developments: Contango ORE's Record Cash Distribution: Peak Gold JV exceeds expectations with strong Q1 performance and $24M cash flow boost. Luca Mining's Commercial Production: Tahuehueto mine hits key milestone with sustained throughput above 800 tpd and ambitious 2025 guidance. Revival Gold's Mercur PEA Results: Promising economics highlight he...

Host Logan Ore dissects March 29th’s seismic shifts: Australia’s Lithium Embargo: How a ban on exports to China disrupts global EV supply chains and accelerates the tech cold war. AI’s $200B Copper-Gold Find: The discovery beneath Chile’s glacier—geopolitical goldmine or environmental time bomb? Nigeria’s Gold-Backed Currency: Can bullion stabilize a collapsing economy, or will corruption tarnish...

Host Logan Ore explores March 28th's top stories shaping the mining world: Nalunaq Gold Expansion: Greenland's high-grade mine increases resources by 51%, extending its life beyond ten years. Deep-Sea Mining Controversy: The Metals Company pushes forward despite regulatory uncertainty—environmentalists raise alarms over ocean health risks. Manitoba Gold Mine Construction: Canada strengthens its pr...

Host Logan Ore analyses March 20th's transformative industry developments: EU's Critical Raw Materials Act in Action: How Europe's aggressive 30% domestic mining mandate and mandatory stockpiles are reshaping the continent's relationship with extractive industries. Greenland's 'Arctic Crown' Copper Discovery: Inside the AI-powered exploration breakthrough that found the world's largest undeveloped...

Host Logan Ore analyzes March 19th's industry-shifting developments: World Bank's Mining 2.0 Revolution: How strict new ESG criteria will redirect $180B in mining finance and potentially strand projects that can't meet sustainability benchmarks. Germany's €3.8B Rare Earth Gambit: Inside Europe's bold bid for mineral processing independence from China and what it means for green tech supply chains....

Host Logan Ore dissects March 18th's industry-redefining developments: IEA's Critical Minerals Reserve: How 23 nations are creating a metals equivalent of strategic petroleum reserves and what it means for supply chains. Resolution Copper's Indigenous Showdown: Arizona's landmark ruling prioritizing Apache sacred lands over one of America's largest copper projects. Australia's Rare Earth Processin...

Host Logan Ore examines March 17th's industry-shaping developments: Indonesia's Nickel Worker Uprising: How safety concerns at Chinese-operated facilities threaten the EV supply chain and highlight growing tensions in the world's largest nickel hub. Saudi Arabia's Solar Mining Breakthrough: Inside Ma'aden's $1.5B solar thermal project transforming aluminum production and positioning the Kingdom as...

Host Logan Ore excavates March 16th's industry-transforming developments: Rio Tinto's $7.2B African Departure: How China's MMG gains control of critical assets and the geopolitical implications of mining's new map. Russia's Palladium Power Play: Putin's strategic minerals reserve sends automotive industry into panic and reshapes catalytic converter economics. Brazil's Amazon Lithium Breakthrough: ...

Host Logan Ore dissects March 15th's industry-shaking developments: BHP's $8.5B Hydrogen Moonshot: How the mining giant's massive investment could transform heavy industry globally and pressure competitors. Mexico's Silver Power Play: President Sheinbaum's nationalization decree sends prices soaring and threatens global supply chains. PNG's Barrick Bombshell: The Porgera mine revocation and the ri...

Host Logan Ore excavates March 14th's industry earthquakes: India's Gold Reserve Explosion: How a $40B buying spree is disrupting global markets and creating windfall profits for miners. Anglo American's Takeover Battle: Inside the $61B hostile bid and why copper assets are the real prize. California's Lithium Water Tax: The groundbreaking legislation threatening America's battery metal independen...

Host Logan Ore navigates March 13th's industry earthquakes: Glencore's Coal Exodus: The $25B spinoff reshaping mining's future and legacy players' strategies. Argentina's Lithium Money Grab: How a 30% windfall tax threatens the EV revolution and could spread across South America. Quantum Computing's Exploration Revolution: IBM and Rio Tinto's breakthrough slashing lithium discovery costs by 80%. R...

Host Logan Ore unpacks March 11th’s seismic shifts: Canada’s Mining Carbon Tax: How a $200/ton levy is reshaping Alberta’s oil sands and clean energy adoption. Norway’s Deep-Sea Robotics: AI miners harvest EV metals from the ocean floor—environmental win or disaster? Brazil’s Amazon Protection: Why the Supreme Court ruling spells trouble for bauxite supplies and aluminum markets. Zambia’s Copper E...

Show Notes: Host Logan Ore unpacks March 9th’s seismic shifts: DRC’s Cobalt Export Freeze: How a royalty dispute could derail the EV boom and accelerate battery innovation. EU’s Net-Zero Mining Mandate: Winners, losers, and the race to decarbonize extraction. Platinum Valley’s Hydrogen Promise: South Africa’s mega-discovery and the scramble for green hydrogen dominance. Rio Tinto’s Autonomous Revo...

Host Logan Ore unpacks March 8th’s seismic shifts: Copper’s New Giant: How Freeport’s merger reshapes AI and EV supply chains—and invites DOJ scrutiny. Lithium Sovereignty Shock: South America’s power play and its ripple effects on Tesla’s ambitions. Indonesia’s Nickel Standoff: Why a $5/day wage demand could derail the EV revolution. AquaZero’s Waterless Mining: The tech saving arid mines and upe...

Host Logan Ore unpacks March 7th’s seismic shifts: Gold’s $150B Power Play: Inside the Barrick-Newmont merger and its ripple effects on juniors and regulators. EU’s Coal Mining Ban: Winners, losers, and the global scramble for “ethical” coal. Redwood’s Recycling Breakthrough: How Infinite Lithium could decimate traditional mining—and why Tesla’s all-in. Greenland’s Geopolitical Jackpot: The rare e...

Host Logan Ore unpacks March 6th’s seismic shifts: Iron Ore’s Collapse: China’s property crash vs. India’s infrastructure boom—the battle for steel’s future. Bolivia’s Lithium Nationalization: Russia’s bold bid to crack the Salar de Uyuni puzzle. Lab-Grown Diamond Dominance: How synthetic gems are burying Canada’s Arctic mines. Helion’s Fusion Revolution: Why boron could dethrone uranium—and resha...

Host Logan Ore dissects March 5th’s tectonic shifts: Zinc Supply Meltdown: How Peru’s strike threatens global construction and EVs—and why the LME is sweating. Fortescue’s Hydrogen Gamble: Can green hydrogen kill diesel? Rivals race to adapt or collapse. Zimbabwe’s Platinum Nationalization: PGMs spike as Mnangagwa plays hardball—will China cash in? AstroForge’s Asteroid Coup: Space mining’s $200M...

Host Logan Ore unpacks March 4th’s seismic shifts: Australia’s Uranium Crossroads: How a mega-deposit pits clean energy against Indigenous rights—and splits a nation. EU’s Carbon Tariff Fallout: Global miners scramble to decarbonize as Brussels reshapes trade rules. Congo’s Cobalt Nationalization: EV makers reel as the DRC tightens its grip on the “blood diamond of batteries.” KoBold’s AI Revoluti...

Host Logan Ore dissects March 3rd’s tectonic shifts: Tin’s Perfect Storm: How Indonesia’s export ban and Myanmar’s mine seizures are strangling tech and EV sectors. Umicore’s GreenMag Revolution: Can recycling dethrone rare earth mining? Tesla bets big as Lynas reels. Antarctic Lithium Firestorm: Chile’s polar discovery tests global treaties—and automakers’ morals. Escondida Strike Resolution: Why...